Finance and Tax teams historically manage processes using paper or Excel and Word-based forms and emails whilst relying on inflexible and disjointed legacy systems. As a result, processes are fraught with data double entry and errors, and information is lost amongst emails. Many software providers can address some issues via digital forms, but cannot provide the level of sophistication required to manage Finance and Tax's complex workflow-based processes while also enabling Finance and Tax experts to flexibly customise software solutions to meet changing needs.
Use Checkbox to Automate Processes in Finance and Tax
Checkbox empowers Finance & Tax specialists to rapidly create smart questionnaires, automatically generate reports and digitise complex approval and review workflows - all in one system! Checkbox's drag-and-drop studio makes it easy for specialists with little to no technical background to quickly and easily build tools while eliminating tedious manual processes and codify their knowledge.
Streamline Processes and Save Time
Eliminate the need for specialists to explain and facilitate complex, disjointed manual processes
Improve Turn-Around Time
Implement automated and self-service tools so business users lodging requests or seeking advice can be served faster
Enhance Visibility and Decision Making
Centrally manage and track processes for more informed and timely decision-making via dashboards and tracking
Build compliant-by-design tools along with in-built checks, controls and audit trails as needed
Common Use Cases
Intake and Triage Tools
Triage finance and tax related questions to the relevant channel, such as specialised team, self-serve tool in Checkbox, or external system
Streamline and digitise approval workflows such as approvals for expenses, financial approval delegation, reimbursement and budget forecast submissions
Codify expertise around FAQs, complex processes and other rule-heavy areas like financial reporting, tax calculation and regulation compliance